Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.72B
AUM Growth
+$283M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,922
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$4.42M
3
+$3.95M
4
KO icon
Coca-Cola
KO
+$3.6M
5
MRK icon
Merck
MRK
+$3.44M

Top Sells

1
+$18.6M
2
+$13.1M
3
+$12.4M
4
AAPL icon
Apple
AAPL
+$8.28M
5
ITC
ITC HOLDINGS CORP
ITC
+$5.9M

Sector Composition

1 Technology 14.67%
2 Healthcare 14.06%
3 Financials 13.91%
4 Industrials 10.62%
5 Consumer Staples 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$882K 0.01%
24,000
827
$880K 0.01%
18,616
828
$879K 0.01%
12,100
829
$878K 0.01%
38,800
830
$872K 0.01%
89,641
+45,000
831
$868K 0.01%
42,600
832
$867K 0.01%
12,900
+2,400
833
$867K 0.01%
16,800
834
$866K 0.01%
29,830
835
$865K 0.01%
18,800
836
$864K 0.01%
35,500
837
$861K 0.01%
12,650
-1,400
838
$857K 0.01%
63,000
-18,000
839
$854K 0.01%
7,000
840
$854K 0.01%
24,038
841
$851K 0.01%
4,900
+2,000
842
$849K 0.01%
21,000
+10,000
843
$848K 0.01%
26,000
844
$848K 0.01%
56,066
845
$848K 0.01%
11,118
846
$844K 0.01%
23,300
847
$842K 0.01%
124,700
+64,500
848
$838K 0.01%
8,700
+1,500
849
$833K 0.01%
17,400
+14,033
850
$832K 0.01%
60,100
32 33
34
35 36